Treasury Management Client Support Specialist

Cogent Bank; Orange City (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Cogent Bank is seeking a customer service focused business support specialist. The successful candidate will handle bank sales support and operations and will provide top-notch troubleshooting assistance to our Commercial/Treasury Management (TM) clients while deepening and retaining existing customer relationships.

The role serves as the primary contact for all TM service requests, providing documentation, customer service, product implementation, training, installation, and maintenance in a

Qualifications

• High school diploma required.
• 2+ years in bank branch or call center providing support and troubleshooting.
• Knowledge of banking sales and operations preferred.
• On-the-job training provided for Treasury Management portion.

Responsibilities

• Serve as primary contact for TM service requests and documentation.
• Provide customer service, product implementation, training, installation, and maintenance.
• Handle inbound/outbound calls and support TM products and services.
• Identify client needs and address them through account servicing tasks.
• Train clients on Treasury products as needed.
• Collaborate with TM team, clients, and operations groups.

Skills

Customer service

Banking knowledge

Troubleshooting

Communication skills

Education

High school diploma

Tools

Microsoft Office

Database software

Job description

Cogent Bank is seeking a customer service focused business support specialist. The successful candidate will handle bank sales support and operations and will provide top-notch troubleshooting assistance to our Commercial/Treasury Management (TM) clients while deepening and retaining existing customer relationships.

The role serves as the primary contact for all TM service requests, providing documentation, customer service, product implementation, training, installation, and maintenance in a